Key PointsAmazon leads the way in e-commerce and cloud computing, but massive artificial intelligence (AI) and cloud-related investments may have worried some investors.
Key PointsAmazon leads the way in e-commerce and cloud computing, but massive artificial intelligence (AI) and cloud-related investments may have worried some investors.
An oil tanker carrying crude from Iraq appeared to be transiting the Strait of Hormuz chokepoint, a day after Iran said its neighbor had special exemption to use the waterway. The Suezmax Ocean Thunder picked up its cargo from Iraq’s Basrah terminal in early March and is now bound for Malaysia, according to tanker-tracking data compiled by Bloomberg. Such vessels can carry about 1 million barrels ...
An oil tanker carrying crude from Iraq appeared to be transiting the Strait of Hormuz chokepoint, a day after Iran said its neighbor had special exemption to use the waterway. The Suezmax Ocean Thunder picked up its cargo from Iraq’s Basrah terminal in early March and is now bound for Malaysia, according to tanker-tracking data compiled by Bloomberg. Such vessels can carry about 1 million barrels of crude. The Asian nation has also received dispensation to use the strait, which is blocked for most other countries. The Iranian military said Saturday it had granted an exemption on shipping restrictions to “ brotherly Iraq ,” though it remained unclear how this would be implemented in practice. At the end of March, Malaysia said its tankers had been given permission to cross the vital sea corridor. Tracking data show the Ocean Thunder traversing the strait via a narrow northerly route that takes ships between the Iranian islands of Larak and Qeshm. Recent recorded transits have taken that passage apparently approved by Tehran. Tracking vessel movements can be an inexact science because of the potential for electronic interference with ships’ signals and the intentional disablement of transponders by pilots sailing through risky zones. Oil traders have been closely watching the strait since it was effectively shuttered shortly after the US and Israel launched attacks on the Islamic Republic on Feb. 28. The closure has bolstered prices of crude oil and products such as jet fuel and diesel, threatening financial pain for consumers everywhere.
Getty Images I used to cover Bank OZK ( OZK ) when it still held what I view to be a far superior name, Bank of the Ozarks. I cannot think why they abandoned this name, though a name, of course, isn't enough for me to "mark a company down" as such. I had been out of the bank for quite some time when I sold it above $50/share. I have not had cause to regret my course of action when doing so, given ...
Getty Images I used to cover Bank OZK ( OZK ) when it still held what I view to be a far superior name, Bank of the Ozarks. I cannot think why they abandoned this name, though a name, of course, isn't enough for me to "mark a company down" as such. I had been out of the bank for quite some time when I sold it above $50/share. I have not had cause to regret my course of action when doing so, given that for the last 4-5 years, the bank has failed to materialize any higher sort of upside. While of course it would be the height of hubris for me to suggest that I foresaw this anemia, I will say that at the time I divested, there was a risk that there was going to be a "flatter" sort of performance from the company's fundamentals and potentials. However, recently I have "gotten into" US regional banks again, and started investing. If you know me and my investment style, you know that there is only one reason why I move into banks like this again , especially during what I believe to be an economic downturn - and that is, dear readers, value for my money. I'm a value-oriented investor. That means I only buy things that I get cheaply relative to what I believe to be their fair value. So, what about OZK? Has the time come to give this company a PT that would suggest an upside here? I believe this is the case, though I also believe the upside is not as high as some analysts would suggest here. When it comes to banks, we always need to look at what makes up their assets and where they get their outperformance potential from. I recently covered Huntington ( HBAN ) which I consider to be a stellar regional bank with a lot of potential. I have also invested in the bank. OZK is not as good as HBAN, as I see things, but I still believe it to have upside. So let's see what we have here. Bank OZK - Upside from regional banking So, the bullish thesis for OZK is pretty well-established by SA analysts other than me, at the time of publishing. The average here is a "STRONG BUY". But this...
Nike (NYSE: NKE) shares have tanked, following the company's release of its latest quarterly results on March 31. The apparel company's shares fell by over 15.5% on the trading following the earnings release, hitting new multi-year lows. An initial look at Nike's latest results and guidance reveals why these numbers elicited an investor exodus. However, a closer look, particularly at one metric, s...
Nike (NYSE: NKE) shares have tanked, following the company's release of its latest quarterly results on March 31. The apparel company's shares fell by over 15.5% on the trading following the earnings release, hitting new multi-year lows. An initial look at Nike's latest results and guidance reveals why these numbers elicited an investor exodus. However, a closer look, particularly at one metric, shows that Wall Street is missing the big picture. Namely, that while the current macroeconomic backdrop is producing various challenges for the famed sneaker company , better times could be just around the corner. Image source: Getty Images. Continue reading
Every major AI buildout has needed one thing before the servers could run: reliable power. The electricity grid is the binding constraint on how fast AI can scale, making utilities one of the most structurally important beneficiaries of the AI era, even if the sector rarely gets mentioned alongside Nvidia (NASDAQ:NVDA) or Microsoft (NASDAQ:MSFT). What ... Is This ETF the Safest Way to Benefit From...
Every major AI buildout has needed one thing before the servers could run: reliable power. The electricity grid is the binding constraint on how fast AI can scale, making utilities one of the most structurally important beneficiaries of the AI era, even if the sector rarely gets mentioned alongside Nvidia (NASDAQ:NVDA) or Microsoft (NASDAQ:MSFT). What ... Is This ETF the Safest Way to Benefit From AI?
Microsoft is increasing investment in its own state of the art AI models, including multi modal capabilities, reducing reliance on OpenAI. The company has announced a $10b AI investment and multi year partnership in Japan focused on infrastructure, cybersecurity, and training one million engineers by 2029. These moves reflect a shift in how Microsoft plans to secure its AI supply chain and expand ...
Microsoft is increasing investment in its own state of the art AI models, including multi modal capabilities, reducing reliance on OpenAI. The company has announced a $10b AI investment and multi year partnership in Japan focused on infrastructure, cybersecurity, and training one million engineers by 2029. These moves reflect a shift in how Microsoft plans to secure its AI supply chain and expand its cloud AI footprint in key markets. Microsoft, traded as NasdaqGS:MSFT, is drawing fresh...
A user on Quizlet, an online learning platform, created a public flashcard set in February that appears to have exposed highly confidential information about security procedures in US Customs and Border Protection facilities around Kingsville, Texas. The Quizlet set, titled “USBP Review,” was available to the public until March 20, when it was made private less than half an hour after WIRED messag...
A user on Quizlet, an online learning platform, created a public flashcard set in February that appears to have exposed highly confidential information about security procedures in US Customs and Border Protection facilities around Kingsville, Texas. The Quizlet set, titled “USBP Review,” was available to the public until March 20, when it was made private less than half an hour after WIRED messaged a phone number potentially linked to the Quizlet user. Though an individual with the user’s name was listed at an address of an apartment less than a mile from a Kingsville CBP facility, WIRED has not been able to verify that the flashcard set was created by an active CBP agent or contractor. “This incident is being reviewed by CBP’s Office of Professional Responsibility,” a CBP spokesperson wrote in a statement to WIRED. “We will not be getting ahead of this review. A review should not be taken as an indication of wrongdoing.” Read full article Comments
E*TRADE is rumored to be in pole position to lead the retail slice of the upcoming SpaceX IPO, potentially leaving traders on other platforms feeling rejected.
E*TRADE is rumored to be in pole position to lead the retail slice of the upcoming SpaceX IPO, potentially leaving traders on other platforms feeling rejected.
Feverpitched/iStock via Getty Images AVGO stock: FQ1 2026 earnings reveal multi-year visibility My last work on Broadcom Inc. ( AVGO ) was published on Feb 24. That article focused on the options (put options in particular) for the stock and ended with a buy rating. Since then, there have been a few new catalysts evolving around AVGO both in terms of macroeconomics and also company specifics. In t...
Feverpitched/iStock via Getty Images AVGO stock: FQ1 2026 earnings reveal multi-year visibility My last work on Broadcom Inc. ( AVGO ) was published on Feb 24. That article focused on the options (put options in particular) for the stock and ended with a buy rating. Since then, there have been a few new catalysts evolving around AVGO both in terms of macroeconomics and also company specifics. In the remainder of this article, I will focus on updates provided in its FQ1 2026 earnings report (ER). In a nutshell, I see years of profit and growth visibility for the company from its FQ1 ER. With the combined effects of its updated growth potential and the valuation correction amid the broader market’s ongoing volatility, I also believe this potential is priced at a discounted price, as reflected by a PEG (P/E growth) ratio far below 1x. As such, I keep seeing a skewed return/risk curve and maintain my buy rating. Let me start with a very brief recap of the ER released on March 4. As seen in the snapshot below, Broadcom demonstrated another quarter of consistent top- and bottom-line expansion in FQ1. Revenue has scaled significantly from $14.92B in FQ1 2025 to $19.31B in the past quarter, representing a robust year-over-year (YOY) growth rate of almost 30%. This revenue acceleration is mirrored in the bottom-line too, as EPS rose from $1.60 in the prior year's Q1 to $2.05 in the last quarter, representing a YOY growth rate of more than 28%. Seeking Alpha AVGO stock: growth-adjusted valuation With the updated growth curve and the share price changes since the ER, Broadcom currently presents a valuation profile that appears very attractive either in absolute terms or relative to close peers. As an example, the chart below compares its FWD P/E ratios and PEG ratios to the Magnificent Seven stocks (with TSLA excluded). As seen, with a non-GAAP FY1 P/E of 27.72x, AVGO’s raw multiple is well aligned with the rest of this group of overachievers. It is below Apple's 30x P/E, in-l...
Feverpitched/iStock via Getty Images AVGO stock: FQ1 2026 earnings reveal multi-year visibility My last work on Broadcom Inc. ( AVGO ) was published on Feb 24. That article focused on the options (put options in particular) for the stock and ended with a buy rating. Since then, there have been a few new catalysts evolving around AVGO both in terms of macroeconomics and also company specifics. In t...
Feverpitched/iStock via Getty Images AVGO stock: FQ1 2026 earnings reveal multi-year visibility My last work on Broadcom Inc. ( AVGO ) was published on Feb 24. That article focused on the options (put options in particular) for the stock and ended with a buy rating. Since then, there have been a few new catalysts evolving around AVGO both in terms of macroeconomics and also company specifics. In the remainder of this article, I will focus on updates provided in its FQ1 2026 earnings report (ER). In a nutshell, I see years of profit and growth visibility for the company from its FQ1 ER. With the combined effects of its updated growth potential and the valuation correction amid the broader market’s ongoing volatility, I also believe this potential is priced at a discounted price, as reflected by a PEG (P/E growth) ratio far below 1x. As such, I keep seeing a skewed return/risk curve and maintain my buy rating. Let me start with a very brief recap of the ER released on March 4. As seen in the snapshot below, Broadcom demonstrated another quarter of consistent top- and bottom-line expansion in FQ1. Revenue has scaled significantly from $14.92B in FQ1 2025 to $19.31B in the past quarter, representing a robust year-over-year (YOY) growth rate of almost 30%. This revenue acceleration is mirrored in the bottom-line too, as EPS rose from $1.60 in the prior year's Q1 to $2.05 in the last quarter, representing a YOY growth rate of more than 28%. Seeking Alpha AVGO stock: growth-adjusted valuation With the updated growth curve and the share price changes since the ER, Broadcom currently presents a valuation profile that appears very attractive either in absolute terms or relative to close peers. As an example, the chart below compares its FWD P/E ratios and PEG ratios to the Magnificent Seven stocks (with TSLA excluded). As seen, with a non-GAAP FY1 P/E of 27.72x, AVGO’s raw multiple is well aligned with the rest of this group of overachievers. It is below Apple's 30x P/E, in-l...